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板塊異動 | 恆大物業率物業股上漲,分析稱行業基本面良好

uSMART盈立智投9月17日消息,港股物業板塊現反彈,截至發稿,世茂服務漲超9%,恆大物業漲超7%,遠洋服務漲逾6%,金科服務漲5%。

銀河-聯昌分析師Raymond Cheng指出,物管行業之前跌的比較多,但是基本面和房地產還是有根本區別,它沒有負債而有淨現金,下跌之後會有投資者看到買入機會。有投資者擔心開發商銷售放緩會對物管產生影響,但測算交付面積佔物管面積一般不大,對利潤影響可能會是單位數或低雙位數。

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